Position in IBN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,339,785
+$200,395 QoQ
Shares Held
115,046
-5.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#172
of 512 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $190,924,471 across 9 Banks - Regional names. IBN ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
5,363,636 | $95,097,266 | |
| 2 | USB |
US Bancorp \De\
|
1,264,452 | $76,372,900 | |
| 3 | DB |
Deutsche Bank Aktiengesellschaft
|
175,425 | $5,922,348 | |
| 4 | HDB |
Hdfc Bank Ltd
|
195,197 | $5,041,938 | |
| 5 | IBN |
Icici Bank Ltd
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|
115,046 | $3,339,785 | |
| 6 | KB |
KB Financial Group Inc.
|
21,918 | $2,300,513 | |
| 7 | FITB |
Fifth Third Bancorp
|
24,370 | $1,373,736 | |
| 8 | RF |
Regions Financial Corp
|
43,050 | $1,300,110 |
All Filings in IBN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,339,785 | 115,046 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,139,390 | 121,212 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,548,970 | 152,650 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,129,236 | 136,594 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,598,419 | 136,695 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,456,297 | 141,380 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $3,925,126 | 131,451 | Shares | Sole | 2025-02-07 | |
| 2023-12-31 | $11,748,590 | 492,810 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||